financial planning

Financial planning locations

Request an appointment for a service near you.

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Due to the COVID-19 outbreak, we are not scheduling in-person visits at this time. However, if you would like to schedule a phone or GoToMeeting video conferencing appointment, call 1-800-279-4030 or request an appointment below.

Financial Planning Services at a location near you

If you have specific questions regarding your retirement and/or investment portfolio, or are looking for financial guidance, our Financial Advisors may be able to assist. Our services are designed to address your changing needs at various points of your career. We understand the unique retirement benefits available to Wisconsin public school employees, help you identify and prioritize your financial goals, and determine whether you’re on track to meet those goals.

Request a financial planning appointment

For your convenience, our popular financial planning services include the following locations in addition to Madison:

Wauwatosa (7635 West North Avenue)

Eau Claire (2004 Highland Avenue)

Green Bay (1136 N Military Avenue)

Central Wisconsin (1001 Main Street, Stevens Point)


Consultations are available from 9 a.m.–5 p.m. at the Wauwatosa Public Library, 7635 West North Avenue in Wauwatosa.

Dates TBD

Eau Claire

Consultations are available from 12 p.m.–7 p.m. at 2004 Highland Avenue in Eau Claire.

Dates TBD

Green Bay

Consultations are available from 9 a.m.–5 p.m. at the Bay Lakes United Educators building, 1136 N Military Avenue in Green Bay.

Dates TBD

Central Wisconsin

Consultations are available from 9 a.m.–5 p.m. at the Portage County Library, 1001 Main Street, Stevens Point.

Dates TBD


Appointments are available throughout the year in our Madison office at 660 John Nolen Drive. Advanced registration is required. Call 1-800-279-4030 or email to schedule your appointment.